Financial Consulate’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Financial Consulate’s Portfolio VTIP Stock Details VTIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$35.3M	Buy	705,949 +148,345	+27%	+$7.38M	4.39%	7
2025 Q4	$27.6M	Buy	557,604 +64,482	+13%	+$3.22M	3.77%	7
2025 Q3	$25M	Buy	493,122 +24,695	+5%	+$1.24M	3.53%	8
2025 Q2	$23.5M	Buy	468,427 +20,259	+5%	+$1.01M	4.65%	8
2025 Q1	$22.4M	Buy	448,168 +13,275	+3%	+$652K	5.65%	6
2024 Q4	$21.1M	Buy	434,893 +5,969	+1%	+$292K	5.58%	7
2024 Q3	$21.2M	Buy	428,924 +23,093	+6%	+$1.12M	5.62%	7
2024 Q2	$19.7M	Buy	405,831 +9,008	+2%	+$433K	5.77%	7
2024 Q1	$19M	Buy	396,823 +18,641	+5%	+$887K	5.62%	7
2023 Q4	$18M	Buy	378,182 +2,313	+0.6%	+$110K	5.91%	7
2023 Q3	$17.8M	Sell	375,869 -6,103	-2%	-$288K	7.85%	6
2023 Q2	$18.1M	Buy	381,972 +3,861	+1%	+$184K	7.68%	6
2023 Q1	$18.1M	Buy	378,111 +12,236	+3%	+$576K	6.31%	5
2022 Q4	$17.1M	Buy	365,875 +12,567	+4%	+$599K	5.97%	4
2022 Q3	$17M	Buy	+353,308	New	+$17.5M	7.17%	3

Other funds holding VTIP

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Financial Consulate's VTIP Position: Q1 2026 in Review

Financial Consulate increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 27% in Q1 2026, buying an estimated $7.38M and bringing the position to 705,949 shares worth $35.3M. The position accounts for 4.39% of the portfolio, ranked #7.

Financial Consulate first reported a position in VTIP in Q3 2022 and has held it in 15 quarters since. 911 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

Financial Consulate held 705,949 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $35.3M as of Q1 2026.
Financial Consulate bought 148,345 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $7.38M.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 4.39% of Financial Consulate's portfolio in Q1 2026, its #7 holding.
Financial Consulate first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2022 and has held it in 15 quarters since.
911 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.